+11.4%
NEE vs FISV
-4.0%
+15.4%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +6.2% | -1.4% | +4.9% |
| 7D | +9.2% | +29.6% | -20.5% | +9.9% |
| 30D | +16.0% | +34.5% | -18.5% | +17.0% |
| 3M | +2.2% | +11.2% | -9.0% | +1.9% |
| 6M | -6.0% | -1.2% | -4.8% | -7.2% |
| YTD | +12.6% | -7.6% | +20.2% | +11.3% |
| 1Y | +11.4% | -3.7% | +15.1% | +9.7% |
| All | +11.4% | -4.0% | +15.4% | +9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded FISV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling